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Project description:

This project will enable:

the customer and patient summaries (displayed on the left hand side of the screen) to be customised

default summary items to be set for roles

individual summary items to be shown/hidden

the order of the summary items to be set

Role-based summaries

Summary items may be customised for user roles. This will enable clinicians to see different items to front-desk staff or nurses. It also means that items for a particular role are defined in one place, reducing duplication.

Role based summaries will be created via Administration - Lookups, using a Role Summary Preferences (lookup.summaryPreferencesRole). This:

has a name (e.g, "Summary preferences for clinicians")

lists available patient summary items

lists selected patient summary items

allows the order of the selected patient summary items to be set, using Move Up and Move Down buttons

lists available customer summary items

lists selected customer summary items

allows the order of the selected customer summary items to be set, using Move Up and Move Down buttons

A Role Summary Preferences can then be assigned to one or more Security Roles.

Preferences

The Summary preferences tab will be changed to provide an option to either select summary items from a role, or customise those displayed.

Selecting role-based summary items means that the user inherits a pre-defined set of items that cannot be changed.

If customisation is selected, it will:

list available patient summary items

list selected patient summary items

allow the order of the selected patient summary items to be set, using Move Up and Move Down buttons

list available customer summary items

list selected customer summary items

allow the order of the selected customer summary items to be set, using Move Up and Move Down buttons

Archetypes

New archetypes will be required to support the new preferences.

lookup.summaryPreferenceCustomer
This will have the following pre-defined instances:

Id - customer identifier

Phone - preferred telephone

Email - preferred email

Balance

Overdue

Current Amount

Unbilled

Projected Amount

SMS - button to send SMSes

lookup.summaryPreferencePatient
This will have the following pre-defined instances:

ID - patient identifier

Species - patient species

Breed - patient breed

Species & Breed - species and breed on one row

Reminders - patient reminders

Age - patient age

Birth Date - patient birth date

Weight - most recent patient weight

Microchip - patient microchip

Insurance - current patient insurance

Referrals - shows referrals

Active Referrals - show active referrals, or nothing if there is no active referral

lookup.summaryPreferencesUser
Groups all of the preferences assigned for a particular user

lookup.summaryPreferencesRole
Groups all of the preferences for a user role

The existing security.role archetype needs to include a lookup.summaryPreferencesRole.

The existing entity.preferenceGroupSummary will need to be migrated to:

remove the showCustomerAccount node
If the showCustomerAccount node was true, preferences will be added for

Balance

Overdue

Current Amount

Unbilled

Projected Amount

remove the showReferral node
If the showReferral node was ALWAYS, a Referrals preference will be added.
If the showReferral node was ACTIVE, an Active Referrals preference will be added